See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,595 | $148,978-39.9% | $200,582-55.3% | $84,808+5.6% |
| Participation rate | 97.8% | 84.2%+13.5pp | 86.9%+10.9pp | 68.3%+29.5pp |
| Annual return | 23.47% | 28.16%-4.7pp | 42.33%-18.9pp | 40.90%-17.4pp |
| Employer contribution / active EE | $8,737 | $4,815+81.5% | $6,419+36.1% | $2,631+232.1% |
| Participant deferral / active EE | $15,924 | $7,142+123.0% | $9,331+70.7% | $4,212+278.1% |
| Admin fee / account holder | $7,188 | $13,977-48.6% | $16,305-55.9% | $7,344-2.1% |